See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,844 | $70,606+45.7% | $53,898+90.8% | $142,382-27.8% |
| Participation rate | 83.3% | 63.7%+19.6pp | 55.0%+28.4pp | 80.1%+3.2pp |
| Annual return | 20.27% | 619.81%-599.5pp | 528.60%-508.3pp | 217.08%-196.8pp |
| Employer contribution / active EE | $7,662 | $1,202+537.4% | $932+722.0% | $4,299+78.2% |
| Participant deferral / active EE | $3,878 | $2,364+64.1% | $1,826+112.4% | $6,507-40.4% |
| Admin fee / account holder | $1,238 | $2,852-56.6% | $2,491-50.3% | $12,624-90.2% |